VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 267 filers reported holding VANGUARD WORLD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,282,134 | -26.1% | 25,419 | -22.2% | 0.50% | -24.9% |
| Q2 2023 | $1,734,838 | +2.1% | 32,665 | +0.6% | 0.67% | -7.3% |
| Q1 2023 | $1,699,710 | -1.2% | 32,462 | -7.1% | 0.72% | -11.2% |
| Q4 2022 | $1,719,584 | +15.4% | 34,958 | +2.0% | 0.82% | +5.3% |
| Q3 2022 | $1,490,000 | -9.4% | 34,289 | +2.3% | 0.78% | -6.4% |
| Q2 2022 | $1,644,000 | +0.7% | 33,516 | +17.4% | 0.83% | +25.5% |
| Q1 2022 | $1,632,000 | – | 28,539 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Platt Investment Counsel, LLC | 461,212 | $28,305,000 | 25.32% |
| Wealthsimple US, Ltd. | 477,546 | $29,307,000 | 17.36% |
| LEO BROKERAGE, LLC | 422,231 | $25,912,000 | 7.35% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 94,307 | $5,787,000 | 2.85% |
| Laurel Wealth Planning LLC | 40,935 | $2,512,000 | 2.30% |
| Crewe Advisors LLC | 144,333 | $8,858,000 | 2.20% |
| Orgel Wealth Management, LLC | 200,785 | $12,322,000 | 1.74% |
| Diversified Portfolios, Inc. | 82,885 | $5,087,000 | 1.67% |
| Stewardship Advisors, LLC | 45,745 | $2,807,000 | 1.10% |
| SPINNAKER TRUST | 199,534 | $12,245,000 | 0.92% |